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Project Acronym: CATALYST Project Full Title: Collective Applied Intelligence and Analytics for Social Innovation Grant Agreement: 6611188 Project Duration: 24 months (Oct. 2013 - Sept. 2015) D5.2 Outreach activities: final report Deliverable Status: Final File Name: CATALYST_ D5.2.pdf Due Date: September 2015 (M24) Submission Date: October 2015 (M25) Dissemination Level: Public Task Leader: Sigma Orionis This project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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Page 1: D5.2 Outreach activities: final report · D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Unions

Project Acronym: CATALYST

Project Full Title: Collective Applied Intelligence and Analytics for Social Innovation

Grant Agreement: 6611188

Project Duration: 24 months (Oct. 2013 - Sept. 2015)

D5.2 Outreach activities: final report

Deliverable Status: Final File Name: CATALYST_ D5.2.pdf Due Date: September 2015 (M24) Submission Date: October 2015 (M25) Dissemination Level: Public Task Leader: Sigma Orionis

This project has received funding from the European Union’s Seventh Framework Programme for research,

technological development and demonstration under grant agreement n°6611188

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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The CATALYST project consortium is composed of:

SO Sigma Orionis France

I4P Imagination for People France

OU The Open University United Kingdom

UZH University of Zurich Switzerland

CSCP Collaborating Centre on Sustainable Consumption and Production Germany

Purpose Purpose Europe United Kingdom

Wikitalia Wikitalia Italy Disclaimer

All intellectual property rights are owned by the CATALYST consortium members and are protected by the applicable laws. Except where otherwise

specified, all document contents are: “© CATALYST Project - All rights reserved”. Reproduction is not authorised without prior written agreement.

All CATALYST consortium members have agreed to full publication of this document. The commercial use of any information contained in this

document may require a license from the owner of that information.

All CATALYST consortium members are also committed to publish accurate and up to date information and take the greatest care to do so. However,

the CATALYST consortium members cannot accept liability for any inaccuracies or omissions nor do they accept liability for any direct, indirect,

special, consequential or other losses or damages of any kind arising out of the use of this information.

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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Revision Control

Version Author Date Status

0.1 Yannis Treffot September 21, 2015 Initial Draft

0.2 Marta Arniani September 23, 2015 Draft

0.3 Yannis Treffot October 8, 2015 Second draft

1.0 Marta Arniani October 12, 2015 Final Draft reviewed and submission to the EC

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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Table of Contents

Executive summary ............................................................................................................................................................. 6

Introduction ........................................................................................................................................................................ 7

1. Online marketing, social media and documentation .................................................................................................. 8

1.1 Online marketing .................................................................................................................................................. 8

1.1.1 Website .......................................................................................................................................................... 8

1.2.3 Tri-annual newsletter ................................................................................................................................... 10

1.2 Social networks ............................................................................................................................................... 11

1.2.1 Twitter ...................................................................................................................................................... 11

1.2.2 YouTube ....................................................................................................................................................... 11

1.2.3 CAPS2020 LinkedIn group ............................................................................................................................ 12

1.3 Documentation ................................................................................................................................................... 12

2. Contributions to external events ............................................................................................................................. 14

2.1 Contribution to publication of papers, articles and magazines .......................................................................... 14

2.2 Presentations in conferences .............................................................................................................................. 16

3. Open-Call for collaboration ....................................................................................................................................... 20

3.1 Selection process ................................................................................................................................................ 20

3.1.1 Launch of the Open Call ............................................................................................................................... 20

3.1.2 Proposals ranking ......................................................................................................................................... 21

3.2 Testing period ..................................................................................................................................................... 21

3.2.1 Ashoka World .............................................................................................................................................. 22

3.2.2 Edgeryders ................................................................................................................................................... 22

3.2.3 The University of Naples Federico II ............................................................................................................ 23

3.2.4 The OECD ..................................................................................................................................................... 23

3.2.5 OuiShare....................................................................................................................................................... 24

3.2.6 Loomio ......................................................................................................................................................... 24

3.2.7 CHEST ........................................................................................................................................................... 25

3.3 General conclusions on the Open Call ................................................................................................................ 25

4. Project events ........................................................................................................................................................... 27

4.1 Project annual events ......................................................................................................................................... 27

4.1.1 First annual event ........................................................................................................................................ 27

4.1.1.1 Objectives and concept ........................................................................................................................ 27

4.1.1.2 Event Programme ................................................................................................................................ 27

4.1.1.3 Event Report ........................................................................................................................................ 28

4.1.2 Final project event ....................................................................................................................................... 29

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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4.1.2.1 Objectives and concept ........................................................................................................................ 29

4.1.2.2 Event programme ................................................................................................................................ 30

4.1.2.3 Event session reports ............................................................................................................................ 31

4.2 Side project event ............................................................................................................................................... 33

4.2.1 Event presentation ....................................................................................................................................... 33

4.2.2 Agenda ......................................................................................................................................................... 33

4.2.2 Event reports................................................................................................................................................ 33

4.3 Audiences ............................................................................................................................................................ 35

Conclusion ........................................................................................................................................................................ 37

List of Tables and Figures .................................................................................................................................................. 38

Annex 1 – Example of CATALYST Newsletter .................................................................................................................... 39

Annex 2 – CATALYST brochure.......................................................................................................................................... 40

Annex 3 – CATALYST fact sheet ........................................................................................................................................ 41

Annex 4 – CATALYST poster .............................................................................................................................................. 42

Annex 5 – CATALYST roll-up banner ................................................................................................................................. 43

Annex 6 – Open-Call rules and regulations ....................................................................................................................... 44

Annex 7 – Open-Call winners announcement to the European Commission ................................................................... 46

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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Executive summary

The present document is a deliverable of the CATALYST project, funded by the European Commission’s Directorate-

General for Communications Networks, Content & Technology (DG CONNECT), under its 7th EU Framework

Programme for Research and Technological Development (FP7).

This reports updates the D5.1 one and presents the whole range of activities performed all along the project lifetime

by the CATALYST consortium as part of Work Package 5 ‘Outreach Activities’. Disseminating the work progress,

outcomes, final results and achievements to targeted stakeholders, as well as communicating efficiently to a wider

audience, are crucial to raise awareness on the project and foster the exploitation of its results by the consortium and

by third parties.

This document is divided into four parts to present in the most efficient way how CATALYST partners managed to

reach a wide and diversified audience. The report starts with a presentation of the project online marketing and social

media strategy as well as the documentation created during the project lifetime. The second section demonstrates

how the consortium reached out for a targeted audience through the publications of research papers and the

participations to external events. Then, it explains in details the different steps of CATALYST Open-Call alongside with

the lessons-learned resulting from the testing period of CATALYST tools by real online communities. Lastly, this

deliverable describes the two project annual events.

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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Introduction

The whole range of CATALYST outreach activities performed during the 24 months duration of the project are detailed

within this document, together with activities scheduled after the end of the project. The whole work achieved within

Work Package 5 aimed at raising the awareness on the project latest developments and outcomes, contributing thus

to their dissemination and exploitation.

These activities required the contributions of all CATALYST partners and were coordinated by Sigma Orionis as Work

Package 5 “Outreach activities” leader.

Divided into four parts, the document reports the project online marketing and social media strategy alongside with

CATALYST documentation in Section 1, the dissemination activities targeting related scientific stakeholders and online

communities in section 2, the whole Open Call process in Section 3 (going from the selection phase to the testing

period) and, lastly, the project annual events in Section 4.

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1. Online marketing, social media and documentation

1.1 Online marketing

1.1.1 Website

The project website is accessible at the URL http://catalyst-fp7.eu and acts as the interface between the CATALYST

consortium and the public. Online at M2, it has been updated and enriched all along the project lifetime. Sigma

Orionis, as WP5 leader, is managing and hosting it. It acts as a major communication and dissemination tool for

CATALYST achievements, events, news, work progress and results. The website URL was displayed on all CATALYST

communication material including printings and digital elements. The whole content is made available under a

Creative Commons license (Attribution 4.0 International) to encourage its further exploitation by any third party.

Figure 1: Homepage of the catalyst-fp7.eu website (as of October 1st, 2015)

Sigma Orionis had a clear focus on making the website as user-friendly as possible which resulted in the use of a responsive design for a perfect display on any support (computer, smartphone or tablet) with a dynamic and attractive design. The main website features are:

The homepage, which shortly presents the project objectives and achievements in addition to the live stream of CATALYST twitter account, the two latest news and digital press articles;

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A second section that contextualizes the project, presenting its objective, consortium and relation to the CAPS programme;

A newsroom displaying all CATALYST news, paper and event announcements as well as the possibility to subscribe to the project newsletter;

A section dedicated to the Open-Call for collaboration and presenting the selection criteria and main deadlines;

A page inviting the visitors to discover the tools developed within the project, which includes links to each tool own website;

A public resources area, gathering (i) demos and tutorials, (ii) a photo gallery, (iii) presentations and research papers, (iv) a press kit and (v) reports and public deliverables.

Set-up at the beginning of the project, Google Analytics is a service from Google that monitors the amount of visits on

the website with a full set of statistics on demographics, visitor origin and visit duration. The figures and visualizations

presented in this section are representing an overview of catalyst-fp7.eu statistics for the whole twenty-four months

of the project.

Between January 19, 2014 and September 30, 2015, CATALYST website attracted almost 7.500 unique visitors (7.439)

and recorded a total amount of 12.451 visits for 33.819 page views. Visits for 2014 were much more focused on key

moments while 2015 has been more stable with an improved average number of new visitors per day.

Figure 2: Total visits and page views on catalyst-fp7.eu (as of October 1st, 2015)

The below visualisations show the geographic origin of the visitors of the CATALYST website, which reached a truly

international dimension as one hundred and twenty-five countries, covering all continents, are represented on the

World Map and no-less than three non European countries are represented in the list of the most visiting nations.

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Figure 3: Origin of CATALYST website visitors (as of October 1st, 2015)

1.2.3 Tri-annual newsletter

To stay in touch with CATALYST core stakeholder, a tri-annual digital newsletter is issued to promote the project work-

progress, coming events and published papers with a broader audience. The subscription form is available in the

website newsroom and the mailing list holds above 140 subscribers.

At the end of the project, five newsletter were issued:

Newsletter 1 in March 2014

Newsletter 2 in July 2014

Newsletter 3 in December 2014

Newsletter 4 in April 2015

Newsletter 5 in July 2015

An example of the newsletter is presented in Annex 1, and all issues of the newsletter can be found from the

website’s news section.

An email blast was also sent in June 2015 to announce the final agenda of the CATALYST final event that was held

during CAPS2015. A final extra Newsletter is schedule for October 2015, in order to promote the latest deliverables,

the conclusion of all the tests and the final public report.

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D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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1.2 Social networks

Social media have become an essential communication and dissemination mean in the past few years and the project

made use of them to reach the widest possible impact for the project announcements. This social media strategy

allowed the project partners to communicate with CATALYST stakeholders leveraging the partners’ communication

means.

Many efforts were made to attract as many followers/subscribers on social networks as possible, targeting a ripple

effect and a broader dissemination of the project progress and outcomes. Most efforts were focused on Twitter and

YouTube to publish the best possible content and develop CATALYST online presence.

1.2.1 Twitter

CATALYST Twitter account is the main social media communication and dissemination mean of the CATALYST project.

All project announcements were posted, as well as the promotion of Collective Intelligence and Participatory

Democracy in general.

Figure 4: @CATALYST_FP7 Twitter homepage (as of October 1st, 2015)

At the time of writing, @CATALYST_FP7 has released 943 tweets and has 577 followers. These figures are making of

CATALYST the fourth most followed CAPS project after DSI, D-CENT and CAPS2020.

1.2.2 YouTube

A YouTube channel was set up to promote CATALYST video content the best possible way. This channel is accessible

through the URL https://www.youtube.com/user/CATALYSTFP7. From the start of the project, more than 4.600

minutes of CATALYST-created video content were watched on YouTube for a total of more than 2.400 views.

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Figure 5: CATALYST_FP7 YouTube Channel Analytics (as of October 1st, 2015)

CATALYST YouTube channel includes video tutorials of CATALYST tools in several languages, video presentations of the

testing communities and their expectations on the tests ahead of them, a “Meet the team” video of the CATALYST

consortium to present the project partners and their objectives, and presentations of the CATALYST partners in

conferences.

1.2.3 CAPS2020 LinkedIn group

The CAPS2020 project aimed at creating synergies between CAPS projects and created a LinkedIn group to

concentrate all CAPS projects efforts in terms of communication. CATALYST didn’t create its own LinkedIn account and

took part to the one initiated by Sigma Orionis in the framework of the CAPS2020 project. This social network was an

important way of communication for the project as it directly reaches individuals with a professional target fostering

the exploitation potential of CATALYST tools. At the time of writing, the group gathers 252 members and is accessible

at the following URL: http://bit.ly/1hzVu7W. All CATALYST announcements were published on this page.

1.3 Documentation

CATALYST documentation goal is to enhance the project visibility and communicate on its events and developments. This documentation acts as a support for all projects activities and more specifically for WP3 (Implementation of Collective Intelligence Software) and WP4 (Evaluation of the Collective Intelligence Software) by explaining in a nutshell the project latest activities, developments and achievements. The whole documentation contributed to the increase of the project impact and was distributed and used as a support during events to explain what CATALYST is doing and how it helps communities to improve their collective intelligence processes. All documents are available on CATALYST website press kit section except for documents made for the consortium use only. Public documentation includes:

A Brochure

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A Factsheet

A poster

A roll-up banner

CATALYST logo All public documentation is available as Annexes 2, 3, 4 and 5 of this report. The consortium-only documentation includes:

A PowerPoint template

A Deliverable template The public documents were developed by Sigma Orionis, validated by the consortium and used by all partners for external events.

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2. Contributions to external events

In accordance to the DoW KPIs, CATALYST partners produced no less than 13 research publications and participated to

19 external events.

2.1 Contribution to publication of papers, articles and magazines

Leveraging the knowledge acquired through their involvement in CATALYST, the consortium partners authored several

research publications, which promoted the CATALYST project in the scientific community. The table below presents

the list of all CATALYST-related publications:

Publication

Date(s)

Partner in charge of the publication

Link

: De Liddo, A. (2014). “Enhancing Discussion Forum with Combined Argument

and Social Network Analytics”. In Okada, A., Buckingham Shum, S. and

Sherborne, T., (Eds) Knowledge Cartography. Springer. Second Edition.

(In press)

: October 2014

: Open University

: http://www.springer.com/computer/hci/book/978-1-4471-6469-2

Publication

Date(s)

Partner in charge of the publication

Link

: Piccolo, L. S. G., Alani, H., De Liddo, A., & Baranauskas, C. (2014, June).

Motivating online engagement and debates on energy consumption.

In Proceedings of the 2014 ACM conference on Web science (pp. 109-118).

ACM.

: June 2014

: Open University

: http://dl.acm.org/citation.cfm?doid=2615569.2615695

Publication

Date(s)

Partner in charge of the publication

Link

: De Liddo, A., & Buckingham Shum, S. (2014). New Ways of Deliberating

Online: An Empirical Comparison of Network and Threaded Interfaces for

Online Discussion. In Electronic Participation (pp. 90-101). Springer Berlin

Heidelberg.

: 2014

: Open University

: http://link.springer.com/chapter/10.1007%2F978-3-662-44914-1_8

Publication

Date(s)

Partner in charge of the publication

Link

: Buckingham Shum, S., De Liddo, A. and Klein, M. (2014) DCLA Meet CIDA:

Collective Intelligence Deliberation Analytics, The 4th International

Conference on Learning Analytics and Knowledge, Indianapolis, IN, USA

: 2014

: Open University and University of Zurich

:http://dcla14.files.wordpress.com/2014/03/dcla14_buckinghamshumdeliddo

klein1.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: De Liddo A., Buckingham Shum S., Klein, M. “Arguing on the Web for Social

Innovation: Lightweight Tools and Analytics for Civic Engagement”. In the

Workshop: Arguing the Web: 2.0 at 8th ISSA Conference on Argumentation.

(Amsterdam, July 1-4, 2014)

: July 2014

: Open University and University of Zurich

:N/A

Publication

: Klein, M., Bicharra Garcia, A. C., (2014, May). "An Idea Filtering Method for

Open Innovations". In the Conference: Collective intelligence (Cambridge MA

USA)

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Date(s)

Partner in charge of the publication

Link

: May 2014

: University of Zurich

: http://collective.mech.northwestern.edu/?page_id=217

Publication

Date(s)

Partner in charge of the publication

Link

: De Liddo, A., & Buckingham Shum, S. (2014). Collective Intelligence for the

Public Good: New Tools for Crowdsourcing Arguments

and Deliberating Online. In Proceeding of: Internet Policy

and Politics Conference. (IPP2014). Sept 25-26th, Oxford, UK.

: 2014

: Imagination for People

: http://www.slideshare.net/AnnaDeLiddo/de-liddo-ipp2014fin

Publication

Date(s)

Partner in charge of the publication

Link

: Convertino, G., Westerski, A., De Liddo, A., Díaz, P. (2015). Large-Scale

Ideation & Deliberation: Tools and Studies in Organizations. In Journal of Social

Media for Organizations. Vol. 2 Num. 1. MITRE Corporation.

: 2015

: Open University

: http://www2.mitre.org/public/jsmo/pdfs/02-01-lrg-scale-ideation.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: Parent, M.A. (2015). Objects as results from graph queries using an ORM and

generated semantic-relational binding Vol. 1272, Paper 60. CEUR Workshop

proceedings.

: 2015

: Imagination for people

: http://ceur-ws.org/Vol-1272/paper_60.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: Klein, M., Convertino, G. (2015). A Roadmap for Open Innovation Systems. In

Journal of Social Media for Organizations. Vol. 2 Num 1. MITRE Corporation.

: 2015

: ETH Zürich

: http://www2.mitre.org/public/jsmo/pdfs/02-01-roadmap.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: Klein, M., Garcia, A. (2015). High-Speed Idea Filtering With the Bag of

Lemons. In the proceedings of the 2015 Collective Intelligence Conference.

: 2015

: ETH Zürich

: http://sites.lsa.umich.edu/collectiveintelligence/wp-

content/uploads/sites/176/2015/02/Klein-and-Garcia-CI-2015-Abstract.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: Cottica, A. (2015). Online community management as social network design:

testing for the signature of management activities in online communities.

Presented at the International Sunbelt Social Network Conference 2015

: 2015

: Wikitalia

: https://github.com/albertocottica/communities-network-

design/blob/master/Paper-latex-NWS/Community-management-network-

design.pdf

Publication

Date(s)

Partner in charge of the publication

Link

: Arniani, M (2015) Technology, Citizens and Social Change in the Framework

of European Research and Innovation Programmes: Towards a Paradigm Shift

: 2015

: Sigma Orionis

: http://goodtechs.eu/2015/show/program-preliminary (proceedings to be

published by Springer)

In addition to the above listed publications, an article about the project untitled Improved tools for online social

innovation platforms has been release on the CORDIS portal, while in January 2014 the Huffington Post featured

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CATALYST in an article by Dan Tapscott titled “New Software Fuels New Knowledge”

(http://www.huffingtonpost.com/don-tapscott/new-software-fuels-new-kn_b_4702898.html?1391186645).

2.2 Presentations in conferences

A key part of the project dissemination strategy is the participation of the consortium partners to external events

related to CAPS and Collective Intelligence. These events offer an occasion to present the project, its vision, work

progress and outcomes, and are a great opportunity to network and enhance the exploitation potential of CATALYST

ecosystem of tools by addressing crucial topics with targeted audiences. These audiences are usually reached during

either formal presentations or workshops with the support of the project documentation. Dissemination of

promotional material: flyers, roll-up banners, posters, video trailer, etc.

The below table presents the full list of the events to which the consortium has participated in:

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Personal Democracy Forum

: September 29, 2014

: Rome, Italy

: Wikitalia

: http://personaldemocracy.com/static-content/pdf-italia-2014-program

: In the context of Innovation Week in Rome (which included the Open Hardware

Summit, the Internet of Things meetup and above all MakerFaire (90 000 paying

visitors), Alberto Cottica, through his presentation introduced the CATALYST project

and the Edgesense tool currently developed by Wikitalia in front of 150 participants.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: InnovActeurs Meeting : September 12, 2014

: Paris, France

: Imagination for People : http://www.innovacteurs.asso.fr/?p=7970 : Imagination for People presented CATALYST and Assembl (methodology and tools) during this workshop attended by 40 participants.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Affen Meeting : September 11th, 2014

: Paris, France

: Imagination for People

: N/A : Imagination for People presented Assembl (methodology and tools) in front of 12 Chief Education Officers participating in the event

Event name

Date(s)

Location

CATALYST Partner

Website

Description:

: IFIP Electronic Government (eGov)/ e-Part 2014

: September 1-3, 2014

: Dublin, Ireland

: Open University

: http://www.egov-conference.org/egov-2014

: Anna de Liddo and Simon Buckingham Shum hosted a session called “ePart:

Engaging citizens online” during the eGov/ePart 2014 event to present the project

and the tools the Open University developed through the project. The event

gathered more than 150 participants (mainly from the scientific research

community)

Event name

Date(s)

: Workshop on Network Analysis to Understand online conversations

: July 20, 2014

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Location

CATALYST Partner

Website

Description:

: Matera, Italy – the unMonastery

: Wikitalia

: https://edgeryders.eu/network-pizza-network-analysis-to-understand-online-

conversations : Wikitalia organized a workshop focused on Network Analysis to Understand online conversations, primarily to teach moderators in the Matera 2019 community (MT2019) (one of Wikitalia's use cases) to use Edgesense. However, the event was open to the public and attracted 18 participants. The program was structured in order to provide first the participants with basic concepts on networks. Once achieved, the workshop focused on how and why to use network analysis as a tool to manage online communities. Thus, Edgesense has been used as a tool, and the MT2019 community as a case study.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Forum des usages coopératifs : July 2-3-4, 2014

: Brest, France

: Imagination for People

: http://forum-usages-cooperatifs.net/index.php/Accueil : On the first day, Imagination for People presented in front of 200 attendees the results of a CATALYST test on "how to manage stress in a group". On the second day, Imagination for People organized a workshop with 40 participants on how to use Assembl. Finally, the third day was dedicated to an additional workshop attendeed by 30 participants and focusing on debate analysis (with "forum des débats")

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Arguing on the Web 2.0

: June 30, 2014

: Amsterdam, Netherlands

: University of Zurich

: http://www.sintelnet.eu/content/arguing-web-20-0

: As invited speaker to this workshop, Mark Klein made a presentation Using Large-

Scale Argumentation to Enable Open Innovation, introducing the CATALYST project

and the Deliberatorium’s developments.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Mini-Moustic : May 14th, 2014

: Montpellier, France

: Imagination for People

: N/A

: Imagination for People organized a workshop on the CATALYST tools in the context

of the Moustic unconference. The workshop has been attended by 25 participants

Event name

Date(s)

Location

CATALYST partners

Website

Description:

: 2nd International Workshop on Discourse-Centric Learning Analytics, at 4th

International Conference on Learning Analytics & Knowledge

: March 24, 2014

: Indianapolis, USA

: Open University and University of Zurich

: http://dcla14.wordpress.com/programme/

: During this event, Anna de Liddo, Simon Buckingham Shum and Mark Klein

presented their working paper “DCLA Meet CIDA: Collective Intelligence Deliberation

Analytics”, based on the CATALYST activities and first outcomes.

Event name

Date(s)

Location

CATALYST partner

: Wikicité : February 27-28, 2014

: Montreal, Canada

: Imagination for People

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Website

Description:

: http://ocpm.qc.ca/wikicite/programmation

https://www.flickr.com/photos/69271256@N07/12936374613/

: Imagination for People presented CATALYST and the role of Collective Intelligence

in Citizen Participation. 300 participants were registered and documents are

available at: http://www.slideee.com/slide/wikicite-frank-escoubes

Event name

Date(s)

Location

CATALYST partners

Website

Description:

: Collective Intelligence for the Common Good : September 29-30, 2014

: London, United Kingdom

: The Open University and ETH Zürich : N/A

: The event will sought to establish an Open Research and Action Community

Network, aiming at facilitating joint-work with practitioners and researchers from all

relevant fields. The CATALYST project was presented in details to the 31 attendees.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Impacto Sao Paulo 2014 : December 8, 2014

: Sao Paulo, Brazil

: Purpose : http://www.eventick.com.br/impacto

: The CATALYST project was presented as part of Lee-Sean Huang’s presentation of

his activities on community-centred research. The video of his 18-minute speech is

available here : https://www.youtube.com/watch?v=OF7nsDwM4NM

Event name

Date(s)

Location

CATALYST partners

Website

Description:

: Smart Impact : March 6, 2015

: Mexico City, Mexico

: Purpose

: http://jardinn.co/

: Lee-Sean Huang of Purpose held a Workshop at Smart Impact, an event organized

by Jardin de Innovacion where he presented the full set of CATALYST Collective

Intelligence tools.

Event name

Date(s)

Location

CATALYST partners

Website

Description:

: Net Futures : March 25-26, 2015

: Brussels, Belgium

: Sigma Orionis

: http://netfutures2015.eu/ - https://ec.europa.eu/digital-

agenda/en/news/collective-awareness-platforms-sustainability-and-social-

innovation-caps-consultation-meeting

: Net Futures maximizes the competitiveness of the European technology industry.

The conference gathered over 700 attendees both from research and industry.

CATALYST was presented during the whole event on the CAPS collective booth. The

European Commission organised a Consultation Meeting in collaboration with the

CAPS2020 project where CATALYST was presented to an audience of around 60

participants alongside other CAPS projects

Event name

Date(s)

Location

CATALYST partners

Website

Description:

: CHI Conference : April 18-23, 2015

: Seoul, South Korea

: The Open University, ETZ Zürich

: http://chi2015.acm.org/

: A Special Interest Group (SIG) on online deliberative processes and technologies

gathered at the CHI2015 conference to think collectively on the definition and

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organization of research and design for online deliberative processes and

technologies. Two out of the seven organizers of the meeting were members of

CATALYST consortium (Mark Klein and Anna De Liddo)

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Forward/Story : May 15-18, 2015

: Costa Rica

: Purpose

: http://www.forwardslashstory.com/

: FORWARD/STORY (Forward Slash Story) is an invite-only 4 day residential lab taking

place in Costa Rica, May 15, 16, 17 & 18th, 2015. Lee-Sean Huang, Purpose,

presented CATALYST developments for a better collective storytelling.

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: Sunbelt Conference : June 23-28, 2015

: Brighton, United Kingdom

: Wikitalia

: http://insna.org/sunbelt2015/

: The International Sunbelt Social Network Conference is the official

annual conference of the International Network for Social Network Analysis. Alberto

Cottica, Wikitalia, presented his paper on « Online community management as social

network design: testing for the signature of management activities in online

communities ».

Event name

Date(s)

Location

CATALYST partner

Website

Description:

: GOODTECHS Conference

: 26th October 2015

: Rome

: Sigma Orionis

: http://goodtechs.eu/2015/show/program-preliminary

: GOODTECHS is the European Alliance for Innovation (EAI) International Conference

on Smart Objects and Technologies for Social Good. Marta Arniani, Sigma Orionis,

will present there her paper « Technology, Citizens and Social Change in the

Framework of European Research and Innovation Programmes: Towards a Paradigm

Shift » which features the CATALYST project.

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3. Open-Call for collaboration

3.1 Selection process

3.1.1 Launch of the Open Call

Aiming at raising awareness on the project developments and getting as much end-users feedback as possible, the

consortium launched an Open Call to test the tools under Task 5.2, and provided the applicants a custom support all

along the test implementation.

Officially launched on July 2, 2014 during the CATALYST first annual event hosted at CAPS2014, the Open Call targeted

different kind of communities expressing needs for more structured online debates and deliberations, as well as

clearer visualization for moderator(s). The Open Call guidelines, including the ranking system, were first presented to

the European Commission’s Project Officer supervising the project to ensure the best possible transparency and are

available in this deliverable annexes.

Opened until October 1st, 2014, the Open Call proved to be successful with no less than 17 proposals coming from

Europe and beyond, demonstrating the outreach achievements of the CATALYST project.

All received proposals are listed below:

1. Edgeryders (UK)

2. Organisation for Economic Cooperation and Development (OECD) (France)

3. Fundación Ibercivis (Spain)

4. Fondazione RCM – Rete Civica di Milano (Italy)

5. University of Naples Federico II – Industrial Engineering Department (Italy)

6. Ganemos Madrid (Spain)

7. OuiShare Labs (France)

8. AutoConsulta Ciudadana [Citizen Self-Consultation] (Spain)

9. KTH (Royal Institute of Technology) – Knowledge Management Research group (Sweden)

10. Center for Social Investment (Poland)

11. Loomio Cooperative (New-Zealand)

12. Wissen (India)

13. Human Pixel (France)

14. Center for Creative Leadership (Belgium - USA)

15. CHEST/EIPCM: (CAPS project)

16. Center for Research, training and technical assistance CICATAL (Bolivia)

17. Ashoka Changemakers (USA)

Some of the organizations represented in the above list are internationally recognized names in the field of Social

Innovation and participatory democracy, and have a very large members base. As mentioned in the guidelines, all

communities’ proposals were focused on one topic to be discussed.

In addition to the received proposals, it is important to note that the project tools received interest from the following

initiatives:

1. Digital Social Innovation

2. Scomunicare

3. Computing for Social Change

4. The Democratic Society

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5. La Paillasse

6. Open Policy Making UK

3.1.2 Proposals ranking

Following the validation of the evaluation criteria by the European Commission, the proposals were submitted to the

Project Steering Committee for ranking. Each proposal had to be marked by each entity on each criterion. Following

the individual ranking of all proposals by each entity of the Project Steering Committee, a Skype conference call was

organized to collaboratively agree on winning proposals. This conversation was particularly used to clearly set a

common understanding of the selection process and manage budget constraints as the Open Call grants could not

exceed a total of €40,000.

The selected applications were then submitted to the European Commission for final validation as displayed in Annex

7.

Winning proposals are: 1. Ashoka World 2. CHEST 3. EdgeRyders UK 4. Loomio Cooperative New Zealand 5. OECD 6. Ouishare France 7. University of Naples

Open University expressed the will to work with Autoconsulta Ciudadana as an additional side test, but this test was in the end not possible because of the organisation implication with the Spanish elections. Following the selection process, contracts were issued to ensure a smooth delivery of the tests and make sure that expectations from all parties are understood. These contracts also ruled the grant amounts and the instalment processes. A summary of this administrative process can be found in the table below:

3.2 Testing period

The testing period started early 2015 (between January and February) and had to be concluded with a formal report

of the experimentation detailing the process of implementation and the operational tests with conclusions and ways

of improvements. The CATALYST technical partners worked closely with community leaders to have the most efficient

integration possible and to improve the user-friendliness of the experiment.

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3.2.1 Ashoka World

Tool tested: Assembl

Context of the test: The test on Ashoka community started in late March 2015 and ran through to the beginning of

May 2015. The concerned community was discussing on Facebook prior to this test. People were asked to transfer to

Assembl for the duration of the test to try to structure the debate and to highlight emerging ideas. Social

entrepreneurs from no less than 32 countries posted almost 150 messages on the Re-imagine Learning Challenge

launched by Ashoka in partnership with the LEGO Foundation.

Potential brakes: some participants had troubles to log in the platform and even though this problem was quickly

solved, a few contributions may have been lost. The very high level of the discussion may also have made it difficult

for participants to join the discussion in its later stage as a lot of content had been created beforehand.

General feedback from the community: Assembl is an interesting and potentially powerful tool for engagement of a

diverse network and the development of a collective learning process. However, the current technical problems

prevent the discussion to evolve at the desirable pace and must be solved before an extended effort is launched.

Especially when the target user group has very limited time to learn how to participate, as is the case with social

entrepreneurs.

Lessons learned by the consortium: CATALYST partners learned that a tutorial is essential for the onboarding process.

Participants were unaware that there were humans behind the software, doing the harvesting and the synthesizing.

We also learned that significant community management is required to keep the discussion going. The feedback was

excellent from Ashoka and helped the consortium to prioritize technical adjustments to make the tool more accessible

and user-friendly.

3.2.2 Edgeryders

Tools tested: Assembl and Edgesense

Context of the test: The Edgeryders community gathers almost 3,000 members, most of them being European

citizens. It aspire to put time and efforts in solving the global societal, economic, environmental, security and energy

problems threatening Europe. 3,000+ posts, almost 15,000 comments, the community is truly interacting and tested

Assembl to try to structure a debate with Edgesense to visualize the interactions between participants. To avoid any

confusion, the discussion took place on Edgeryders platform and was further imported on Assembl for analytics. The

implementation phase of the tools began in January 2015 and discussions ended in July 2015. Two community

managers were recruited to coordinate the experiment and act as moderators.

Potential brakes: Edgesense offered Edgeryders a great potential of visibility on its community but the colour scheme

has sometimes been quite difficult to analyse quickly and required more time to community managers. The double

display of some posts in the upper-part of Assembl has troubled community managers who did not immediately

realise this was just a sum-up and not the core content of the platform.

General feedback from the community: The Assembl synthesis was very useful for Edgeryders as it allowed them to

have a very good overview over a discussion with multiple users in a structured manner. They also suggested trying to

improve the speed of the platform and to add a few buttons to make it easier to navigate. Edgesense experiment was

also a very positive experience and only a few proposals were made to improve its user-friendliness and make it more

efficient in real-time use.

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Lessons learned by the consortium: Assembl and Edgesense answered CATALYST partners’ expectations in terms of

results and provided Edgeryders with clear information corresponding to their needs. The detailed report of

Edgeryders experiment period though helped the consortium technical partners to make these two tools clearer,

more intuitive and improved in terms of user experience.

3.2.3 The University of Naples Federico II

Tools tested: DebateHub and the Collective Intelligence Dashboard

Context of the test: The Industrial Engineering Department of the University of Naples Federico II took part to the

CATALYST test following their particular interest in investigating the hypothesis that knowledge articulation and

visualization through argument mapping formalisms could support critical thinking and exploration of the problem

space, when integrated with additional widgets such as CATALYST tools to promote social engagement, mutual

understanding and better collaborative performance. The discussion group was made of 140 students, who

participated in the experiment as part of their studies, and the topic discussed was trends of crude oil price.

Discussions ran for ten days in May 2015 with a preparation phase including a live tutorial on how to use CATALYST

developments.

Potential brakes: No particular barrier was mentioned to the consortium. The group of students worked directly on

CATALYST tools and did not need a transition time from one platform to another one.

General feedback from the community: The students were divided into four groups for the experiment with either

the full version of CATALYST tools or with missing features. It seems that the most efficient solution for a better

debate may not be the full version but a simplified one with still most of the functionalities on. The test proved

successful with a very good engagement of users. Students were very satisfied and interested about the experience

and they claimed that Debate Hub is a very useful platform in supporting and effectively guiding a decision-making

process. Several students suggested using this platform as a learning tool or as a new modality for evaluating their

learning.

Lessons learned by the consortium: Compared to other tests in which engaging a community was difficult, this one

was much easier. CATALYST partners realize that this engagement was quite “forced” as the experiment was part of

the studies for all students and incentives (extra credits) were set-up to foster their implication. Realising that not

having to migrate from a platform to another one is making debate easier, the consortium has been able to work on a

technical solution for a better implementation of CATALYST tools.

3.2.4 The OECD

Tool tested: Assembl

Context of the test: Wikiprogress is an online platform for sharing information on the measurement of social,

economic and environmental progress, managed by the OECD and analysing well being around the World. This was

the first time that Wikiprogress has conducted an online debate on such a scale and duration (with previous

Wikiprogress online discussions lasting a maximum of two weeks and attracting around 30-50 commenters). A new

community was created from scratch thanks to an email blast to the OECD selected databases. 304 participants

registered during the seven weeks of the debate and almost 500 messages were posted.

Potential brakes: Quite similar issues to Ashoka seem to have happened during this test, especially in terms of

registration troubles.

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General feedback from the community: The OECD test proved very successful and became Wikiprogress biggest

online consultation. Over 2.5 thousand visits were made on the website and the discussion went far beyond the OECD

objectives. However, a considerable effort in terms of community management was required and the registration

system appeared quite not stable thus lowering a little the potential impact of the consultation.

Lessons learned by the consortium: Much as with Ashoka, the CATALYST partners learned that the onboarding

process had to be fixed. The structure of the table of ideas can be confusing for some participants and has implied

new developments. ‘Youth Well-being’ was a very broad topic and it may have been difficult for some people to wrap

their heads around so the consortium has been thinking about including questions in the synthesis to foster a clear

and quick overview of the discussion status. Making the synthesis navigable became the top priority for Imagination

for People, developers of Assembl.

3.2.5 OuiShare

Tool tested: LiteMap

Context of the test: OuiShare is French-headquartered non-profit organisation acting as a global community that

connects people, organisations and ideas around fairness, openness and trust. Supporting the collaborative economy,

OuiShare is facilitating communication between its members by using three different collaborative online platforms

(namely Slack, Loomio and MetaMap, another mapping tool tested by OuiShare). Planned to structure the debate on

the organisation of OuiShare annual event (the OuiShare Fest), LiteMap experimentation topic changed due to the

limited availability of OuiShare teams. In the end, LiteMap was used to map the non-profit strategy conversation from

a smaller group of users.

Potential brakes: OuiShare’s main preoccupations concerning LiteMap testing were the user experience and the time

needed to add an entry on the software.

General feedback from the community: During the testing of LiteMap, seven extensive maps were created. Non-

linear descriptive models require a certain level of qualification and need an experienced management to be really

effective. Ways of improvement are detailed in OuiShare test report and include a full set of ideas that were already

partly implemented in the course of the testing period. These suggestions are divided into different categories such as

structural, user experience, nodes, maps or bugs.

Lessons learned by the consortium: OuiShare feedbacks gave CATALYST partners’ precious pieces of advice on

potential technological improvements but this experiment also proved to the consortium that before starting any

experiment, the communities may be recruited with more care on different criteria such as timing and motivation.

Even though OuiShare tests proved successful in the end, managing to get to the expected point was more

complicated than with most of other Open Call winners.

3.2.6 Loomio

Tools tested: Assembl and LiteMap

Context of the test: Loomio is an online debate platform founded in New Zealand that enables decision-making by

voting on a proposal emerging from a discussion. Loomio choose to test Assembl and Litemap as both of the tools

allow users to pool, structure and visualise online deliberation in a manner that highlights the areas of agreement.

Loomio expected that these capabilities would allow participants to more effectively solve complex problems.

Implementing the tools onto Loomio platform proved challenging and the tests were delayed. In the end, 108 people

participated to the tests – half for Assembl and half for LiteMap.

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Potential brakes: Implementation and compatibility have been an issue at the beginning of the testing period and

critically delayed the tests. To allow at least some tests to take place, debates took place on Loomio platform and

were then exported to Assembl and LiteMap.

General feedback from the community: The engagement rate at each step of the process was quite low, which is not

unusual as the community mentioned it. Depending on the country from where entries were made, LiteMap response

time was not stable and was particularly slow in some of them.

Lessons learned by the consortium: Lessons-learned from the Loomio experiment concern community recruitment.

The proposal from Loomio let the consortium envisage a wide community of several thousand users but the Loomio

team later admitted to CATALYST partners that even though they reached this critical amount of members, even good

debates generally gather an average of nine contributors. The feedback from Loomio on technical aspects was also

taken into account for technology improvements even though the Open University has done most of the work on and

from Loomio platform. The community engagement in the test almost didn’t exist. The Open University thus identified

ways of improvement for LiteMap by itself and took this as a great opportunity to test implementation and

compatibility issues.

3.2.7 CHEST

Tool tested: Edgesense

Context of the test: The aim is to better understand the idea assessment process by the CHEST community as

expressed in the relations between ideas, comments / commentators as well as votes / voters and how such

processes of community based idea evaluation and selection can be improved. By mapping these relations of the

CHEST community (being a non-degenerate network) in Edgesense proposers want to learn more about idea

evaluation. The CHEST community platform was implemented based on the open source content management system

Drupal integrating the components GI2MO Ideastream as idea management component.

At the moment of submitting this deliverable the CHEST report has not been finalised yet.

The full testing reports from the communities can be found at the following links:

- Ashoka: http://bit.ly/1jd6muh

- Edgeryders: http://bit.ly/1Li52R4

- The University of Naples Federico II: http://bit.ly/1FTgiTy

- The OECD:http://bit.ly/1Q7zTzF

- OuiShare: http://bit.ly/1RtL5HQ

- Loomio: http://bit.ly/1Zl1gMS

- CHEST: http://bit.ly/1NeglL0

3.3 General conclusions on the Open Call

CATALYST Open Call allowed the partners to get a deeper knowledge and understanding of the user experience and

behaviour, improving thus the UX design of the tools, as well their integration on external community platforms.

These tests also improved the outreach of the project as the tools were experimented by final users on all continents

thanks to truly international testing communities.

The main lessons-learnt from this Open Call for CATALYST consortium concern:

- The technical aspect, as testing communities detected bugs and challenged the integration potential of the

tools, pushing for instance for the creation of plugins;

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- The User Experience Design, which was questioned by communities suggesting modifications such as colours

to be changed, processes to be simplified or buttons to be added;

- The definition of what an online community is, as for part of the Open Call winners only a very limited portion

of the large users base presented in the proposal was actually active and engaged.

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4. Project events

4.1 Project annual events

4.1.1 First annual event

4.1.1.1 Objectives and concept

CATALYST first project event had two particular goals: (i) the presentation of the project, its objectives and first

research, and (ii) launching the Open Call for collaboration.

The first project event was hosted at CAPS2014 to foster synergies with other CAPS projects and to open the project

to external stakeholders with particular interest in collective intelligence, social innovation and participatory

democracy. The event took place on July 1, 2014, during the OFF Programme day of the CAPS event.

Divided into three parts, the event first introduced the project to CAPS2014 attendees in the morning with formal

one-way presentations before starting concrete exchanges and interaction with the audience in the afternoon. The

last part consisted in the Open Call announcement that acted as a bridge between the two previously mentioned

activities and took the role of link maker between the consortium and CAPS2014 participants.

4.1.1.2 Event Programme

09:30 - 13:00 Presentations and discussions

09:30 Project overview

Roger Torrenti, Sigma Orionis, CATALYST coordinator

09:45 Progress on Deliberation Metrics

Mark Klein, MIT (Skype address)

10:10 CATALYST Tools and Methodology

Frank Escoubès, Imagination for people

10:35

Arguing on the Web for Social Innovation: Lightweight Tools, Analytics and Visualisation

for Civic Engagement

Anna de Liddo, Open University (video)

11:00 Break

11:30 Networks, Swarms, Policy: What Collective Intelligence Means for the Policy Maker

Alberto Cottica, Wikitalia

12:00 Launch of the CATALYST Open Call for collaboration

Frank Escoubès, Imagination for people

13:00-14:00 Lunch

14:00-16:30 Interactive posters and demonstration session

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4.1.1.3 Event Report

With people even queuing outside the room to grasp the state of the debates, Roger Torrenti, CEO of Sigma Orionis

officially inaugurated the workshop by delivering the Welcome address and providing an overview of the project

objectives and first results.

Once the context and environment introduced to the audience, Mark Klein, Visiting Researcher at the University of

Zurich, and Principal Researcher Scientist at the MIT Center for Collective Intelligence, presented the work achieved to

developed metrics for large-scale ideation. Mark explained the new forms of analytics that are currently implemented

to identify meaningful patterns in online deliberation, and map these patterns to personalised attention-mediation

recommendations for the deliberation participants.

Following Mark’s presentation, which received warm applauses from the public, Frank Escoubès from Imagination for

People and technical coordinator of the project offered to the audience a detailed vision of the methodology used

under the project and the nine targeted developments, namely:

Software Architecture and Cross-Platform Interoperability specification

Social network interaction layer

Semantic Tagging, Annotation and Mapping

Social Network Analytics

Deliberation Analytics (more detailed in Mark’s previous presentation)

Semantic Map Edition and Visualisation

Creative ideation

Pledging and voting mechanisms

CI Analytics Dashboard

Then, Anna de Liddo, Research Associate at the Knowledge Media Institute of the Open University described to the

audience the current work undertaken by the academic research institute, i.e the development of a new class of tools

that revolutionaries the way people make debates and discussions online. She emphasised about lightweight tools,

analytics and visualization, which, as she mentioned, all have the purpose to enlarge civic engagement and

participation of citizens in the discussion of a complex societal challenge. After setting up the central issue of “poor

debate” (i.e no tools to identify where ideas contrast, where people disagree and why…) she then focused on

presenting LiteMap and DebateHub features and interest.

Finally, Alberto Cottica, Wikitalia's scientific coordinator for the CATALYST project ended the project activities and

developments presentations by focusing on the how policy makers are taking up network thinking and showing how

citizens are self-organized in smart swarms displaying collectively intelligent behaviour. He addressed the implications

of these phenomena for policy making, and looked at the CATALYST tools, demonstrating how those might help both

citizens and policy makers.

The morning programme came to an end with the official launch of the project Open Call for Collaboration by Frank

Escoubès, wherein information on submission procedures and selection criteria were clearly spelt out.

The afternoon session of the Workshop followed a less traditional format than the morning proceedings. It was

designed to elicit the maximum contribution from all the participants, and aimed in different ways to promote

reflection and deeper exploration of the themes emerging from the morning’s presentations and discussions.

This being said, the CATALYST technical partners, represented by Michelle Bachler (Open University), Quentin

Grimaud (Imagination for People) and Alberto Cottica (Wikitalia) invited the audience to test the functionalities of the

developed tools (Assembl, DebateHub, LiteMap and Edgesense), through several related demos. Participants had the

opportunity to try in real conditions the current components, walking from one computer to another and to provide

CATALYST partners with their feedback to help them improve the tools.

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Besides the demonstrations, an interactive poster session provided a dynamic forum involving CATALYST use case

partners (Purpose, Euclid Network, CSCP and Wikitalia) and the audience to discuss the potential use range of

CATALYST tools

4.1.2 Final project event

4.1.2.1 Objectives and concept

Following the success of CATALYST first annual event, the second and final project event was also hosted by the CAPS

international annual gathering. The objectives of the event were (i) to present the project final results, developments

and outcomes, and (ii) to raise awareness about the project in general to foster the further exploitation and use of the

ecosystem of tools it developed.

The CATALYST event was split on the whole duration of the CAPS event with the organisation of three main sessions.

On the first day, the CATALYST demo session took place in the bar area to live demonstrate the usage of the tools

developed within the project. CATALYST was then formally presented on the main stage in front of a full room as the

opening panel of the second day, while in the afternoon a World Café workshop mapped live the attendees’

contributions and viewpoints about collective intelligence.

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4.1.2.2 Event programme

CATALYST Demo Session – July 7 – 17:15-18:00

Participants will be able to get a demonstration of the whole ecosystem of tools developed within CATALYST through

the “user journey” defined within the project. It is a new inclusive way to discover how the use of the tools can be

articulated to improve the quality and the density of online debates and deliberations.

Harnessing the Power of Collective Intelligence: Technologies and Communities – July 8 – 10:00-11:30

Format: 3-Round Panel

How to efficiently manage an online community, make sense of scattered conversation and move from deliberation to

action? The CATALYST project built an entire ecosystem of collective intelligence open source tools to improve the

quality and density of online conversation and deliberation. Integrating the tools within existing communities sparked

a reflection around how to best build technologies at the service of the end-users and make them evolve further with

a continuous feedback loop.

o Section 1 - Contextualisation: CATALYST approach to Collective Intelligence

o Section 2 – Communities success stories and lessons-learnt

o Section 3 – Designing Collective intelligence solutions: some thoughts for the future

Discover the final results of the CATALYST project with:

o Frank Escoubès – Founder of Imagination for People, CATALYST project technical coordinator

o Lee-Sean Huang – Purpose

o Alberto Cottica – Wikitalia

o Rosa Strube – Collaborating Centre Centre on Sustainable Consumption and Production (CSCP)

o Carlos Rossique – Autoconsulta Ciudadana

o Ruxandra Creosteanu – Babele.co/EdgeRyders

The Future of Collective Intelligence Processes and Solutions – July 8 – 11:45-13:15

This World Café workshop organised by the CATALYST project is focused on key topics for the future of Collective

Intelligence: adoption, interoperability, real needs of online communities, motivation, open data and privacy

standards… The facilitators will bring to the discussion the lessons learnt through the CATALYST experience. What

about you?

Agenda:

11:45 Introduction

11: 55 – 12:45 Discussion

12:30 Wrap up of the different groups

13:15 End

Concrete outcomes will be clearly identified including both consolidated CATALYST lessons-learned and collectively

built conclusions coming from all participants.

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4.1.2.3 Event session reports

Collective Intelligence tools: CATALYST demo session

The demo session was an incredible success. Scheduled after the end of the last session of the day before a

networking cocktail and planned to last for 45 minutes, this session lasted more than an hour and a half during which

CATALYST technical and research partners demonstrated the tools they had been developing since the beginning of

the project.

Attendees were able to live test all tools and understand the principles of the full ecosystem developed within the

course of the project, and how a community online conversation can be structured and visualized.

Harnessing the power of collective intelligence: Technologies and Communities

This session was a little bit special for the CATALYST consortium as it constituted the panel session of its own final

event held within CAPS2015 and the biggest opportunity for the project to present its final developments and results.

The panel session started with an introduction of CATALYST context and main achievements by Frank Escoubès, Co-

founder of Imagination for People and Scientific coordinator of the CATALYST project. He explained how the project

was built and what led the consortium to the idea of a whole integrated system of open-source Collective Intelligence

(CI) tools and the uniqueness reached by the project.

The next steps where presented by Marc-Antoine Parent (Collective Intelligence R&D Manager, Imagination for

People) who spoke under his name added to the ones of CATALYST partners from the Open University (Anna De Liddo,

Thomas Ullmann and Michelle Bachler) and from the ETH Zürich (Mark Klein). Explaining the model of Collective

Intelligence, he showed when CATALYST developments could be used to improve the quality and density of online

debates and deliberations: facilitated discussions and observations thanks to Assembl and DebateHub, harvesting and

catching the best of online conversations using Assembl and LiteMap, the easy summarization with Assembl, the

monitoring and moderation possibilities allowed by DebateHub and Assembl, and the reflection and communication

opportunities thanks to the CI Dashboard. Further than that, he proved how each tools were able to solve all the main

pain points identified by CATALYST partner through the benchmarking of more than 60 other CI tools, thus making of

CATALYST eco-system of tools a truly unique suite of open-source software for online communities. Poor

Summarization, Poor Visualization, Shallow Contribution, Poor Idea Evaluation, Cognitive Clutters, Platform Island and

Balkanization: Among the six before-listed problems, each CATALYST tool is solving at least four.

Time was then left for Q&A’s with an incredible engagement of the audience.

The second part of the panel session on communities aimed at demonstrating how the different CATALYST tools have

so far been used and tested by different communities. This included both test beds carried out by the consortium and

by winners of the open call.

To get a better understanding of the setting of each test bed as well as of their experiences with using the Catalyst

tools, in total four panellists talked about their experiences.

The panel consisted of the following speakers:

Ruxandra Creosteanu (Edgeryders and co-founder Babele) presenting the Edgeryders test with Assembl

Alberto Cottica (Wikitalia) presenting the Edgeryders test with Edgesense

Quentin Grimaud (Imagination for the people) presenting the OECD test with Assembl

Lee-Sean Huang (Purpose) presenting the University of Naples test with Debate Hub

All panellists described the reasons why the testing communities decided to use the Catalyst tools and their

expectations. These were all related to supporting the communities in Collective Intelligence processes. In terms of

groups targeted with the tools the expectations ranged from supporting community managers and harvesters in their

daily work to giving participants of the discussion better options to exchange their thoughts.

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All four also explained how the testing was conducted, over which period of time they took place and who was

involved.

As the main benefits demonstrated during the testing, easier and more time efficient harvesting, quicker and better

overview on the level of health of the discussion and improved interaction and exchange of arguments were

mentioned.

The Future of Collective Intelligence Processes and Solutions

Interaction & format

The consortium as a whole decided to use a world café format, divided in subgroups along three different questions.

For each table, a facilitator from the Catalyst project, and a note-taker using one of the Catalyst tools was assigned.

Summary:

1. How do communities experience Collective Intelligence processes

2. How to foster motivation and engagement with Collective Intelligence processes

3. What roles do/could CI technologies play in the CI process

A lot of time was spent clarifying and exploring the concepts: different kinds of communities (ephemeral, issue-

centred, identity-based, rhizomal...), of Collective Intelligence, of processes, of engagement. One clear theme that

emerged was that Collective Intelligence, defined as engaging a community in collectively building a new solution, was

a very distinct moment in the life of a community, and that tools and processes should ideally support, or at least not

interfere with other community activities that contribute to its identity.

Also, it is difficult for a community to plan for such moments, and to think in terms of tools when the moment arrives.

There are clear education/awareness needs here.

Another thread had to do with the purpose of the tools: helping to hold and distil common knowledge, helping the

emergence of collective answers in the community, or helping the emergence of a collaborative intelligence.

The note taking using LiteMap and Assembl can be found here:

https://litemap.net/map.php?id=212681951420160596001436289594

https://litemap.net/map.php?id=137108145250996427001436275072

http://assembl.coeus.ca/caps2015workshop#

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4.2 Side project event

4.2.1 Event presentation

« Masters of Networks 3: Communities » (MoN3) took place in Rome on March 10-11, 2015 and was designed to

learn from the experience of 30 years of online debate. Why is debate fruitful and creative in some contexts, sterile

and conflictual in others? Are there reliable tests for a debate’s good health? Can we predict how conversations will

evolve? These questions were tackled starting from a key idea: any conversation, both on- and offline, is a network of

interactions across humans, i.e. a social network.

The event consisted in a two-day hackathon for network scientists, active members of online communities and people

interested in participatory democracy who joined forces to visualize and analyse the networks of several online

communities, using the deep knowledge of its active members and moderators as invited guests. The aim of MoN3

was to figure out what a “healthy” conversation network looks like, and if we can tell them apart from the networks of

“sick” conversations (too conflictual, superficial, polarized etc.).

4.2.2 Agenda

The hackathon was divided into two tracks. Track 1 particularly focused on the community point of view and on the

core components that make of a group of people a community while Track 2 focused on the data from communities

interactions.

The agenda is detailed below:

Track 1: What makes a community a community?

What, in the pattern of interaction, makes a group of people interacting on the Internet an online community? For

example: is a Twitter conversation around a hashtag a community? We investigate this by comparing the interaction

networks generated by relatively close-knit communities (like Imagination4People's mailing lists, or Edgeryders) to

those generated by hashtags. What do we see? How could we describe why these two patterns are different, if they

are? Thanks to community managers in the room means we have an independent qualitative assessment on the

tightness of each community that we can match to quantitative measures of structural cohesion in the networks.

Track2: Comparative analysis of interaction networks in online communities

We get to play with data from several online communities at once – what's more, data that have been pre-

standardized by uploading them into Edgesense, so they are reasonably comparable. It is a good chance to dig deep

into the data and try some comparative analysis. Do different communities give rise to different interaction networks?

Or do they give rise to eerily similar ones? What drives similarities and differences?

4.2.2 Event reports

Track 1: What makes of a community a community?

Supporting the exchanges of these two days with a standardized set of data extracted from Twitter interactions on

Matera and Lote 4 hashtags to Edgesense, community managers gathered with data scientist Benjamin Renoust to

discuss what kind of interactions could be understood as community discussions. The group focused more more

specifically on the derived question “Is a hashtag a community” based on the material available and considered the

following metrics to measure the real existence of a community:

- Participants awareness

- Exchanges/discussions between participants

- The action and engagement rate of each individual

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Analysing the data allowed the researchers to draw, among others, the following conclusions:

- The measurement of nodes and interaction is key to define the size of the actual community as described by

community researchers

- Different sub-groups from the same community discuss particular topics relating to the same hashtag proving

a common interest

- Hashtag distribution is much related to mentions and replies (interactions)

Track 2: Comparative analysis of interaction networks in online communities

Also working on extracted data from different communities such as Edgeryders or Innovatori PA that were then

computed using Edgesense, the networks researchers that participated to this track analysed focused their work on

answering these framework questions:

1) Are healthier communities those with a greater share of contributors content than managers’ content or the

opposite?

The notion of health of a community seems to be quite hard to define as it really depends of community’s

goals, managers’ expectations, and users needs. Answering precisely to the question is thus quite tough. The

different communities analysed proved different results and a high activity happened to be observed when

moderators were little visible, but also a low but consistent activity allowing the community to keep decent

member ranks with the same efforts in moderation.

2) Is there a “user life-cycle” for online communities going from a prove of commitment, becoming active

contributors and getting bored afterwards? Is this assumption correct? Does it work for all online

communities and all users?

It seems that most members of the analysed communities follow this user life-cycle (exception of a small

amount of core members) but there are still many users that follow a different path. A long observation

phase has been noted before suddenly being very active when a topic perceived as meaningful emerges. The

relevance of the content seems to be the most important variable of users engagement in terms of time.

3) Assuming this “user life-cycle” exists, is there an indication of the maximum potential moment for the

conversation?

No particular pattern was observed in terms of indicator of the peak potential moment for a conversation

among community members in any of the studied communities.

The detailed reports of the two tracks are available on CATALYST website at the following link: http://bit.ly/1ymaeeQ

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4.3 Audiences

CAPS2014 and CAPS2015 gathered a cumulative global audience of 687 attendees (to be added to 600+ online

listeners through the live streaming set up by the event organiser.

A mix of social innovation actors, researchers, policy makers, European projects and the civil society attended

CATALYST sessions. Below are two representations of CAPS2014 and CAPS2015 audiences:

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Figure 6: CAPS2014 and CAPS2015 attendees’ occupation

At CAPS2014, CATALYST-organised sessions were overcrowded, as some attendees couldn’t seat and people were

queuing to enter the presentation and workshop room. In 2014 more than 70 people attended CATALYST morning

presentation, making of it the most successful parallel session of CAPS2014 OFF Programme. The workshop also

attracted many participants mostly coming from the research field, citizens engaged in participatory processes and

from SMEs developing complementary tools.

CAPS2015 audience was much wider for CATALYST session as the project organised a panel on the main stage. The

number of attendees can only be estimation as the room was huge and a few people came in and out. With 300 chairs

and an almost full room, the estimated attendance for CATALYST panel session is 220-250. Approximately 40

participants attended the workshop and the demo session attracted approximately 60 to 70 people.

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Conclusion

This report summed-up the outreach activities covered by the CATALYST project during the whole funded period

(from October 1, 2013 to September 30, 2015): as mentioned in previous sections, CATALYST did manage to reach a

large audience both physically and online.

CATALYST outreach activities attracted many stakeholders that created a community of interest around the project.

This stakeholders’ base was not only maintained but also enlarged through continuous efforts in terms of

communication to a wide audience and in terms of dissemination to a specific targeted professional public in order to

ensure the best possible exploitation of CATALYST tools in the future.

In addition to publications and participation to events, the consortium managed through the Open Call to improve the

awareness of the project at an international level thanks to the extensive networks of testing communities, which

brought the project an even bigger impact going beyond traditional communication tools. Besides making the tools

stronger through communities’ feedback, the Open Call proved to be a success in terms of proposals received and

exponentially improved the outreach of the project full suite of Collective Intelligence tools.

Sigma Orionis will maintain the website online during two years after the end of the funded period. It will still present

all CATALYST developments and will act as a real repository focussing on Collective Intelligence.

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List of Tables and Figures

Figure 1: Homepage of the catalyst-fp7.eu website (as of October 1st, 2015) ........................................................ 8 Figure 2: Total visits and page views on catalyst-fp7.eu (as of October 1st, 2015) .................................................. 9 Figure 4: @CATALYST_FP7 Twitter homepage (as of October 1st, 2015) .............................................................. 11 Figure 5: CATALYST_FP7 YouTube Channel Analytics (as of October 1st, 2015) .................................................... 12 Figure 6: CAPS2014 and CAPS2015 attendees’ occupation ................................................................................... 36

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Annex 1 – Example of CATALYST Newsletter

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Annex 2 – CATALYST brochure

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Annex 3 – CATALYST fact sheet

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Annex 4 – CATALYST poster

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Annex 5 – CATALYST roll-up banner

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Annex 6 – Open-Call rules and regulations

The partners of the CATALYST project (www.catalyst-fp7.eu) develop collective intelligence tools for social and societal innovation. These tools can be viewed as comprising a spectrum of capabilities that range from collective sensing (where a collective gathers data on its environment), through sensemaking (interpreting data to identify patterns that warrant action), ideation (developing ideas about which actions to pursue), decision-making (selecting the best actions), and finally collective action (implementing these actions in a coordinated effective way). The partners of the CATALYST project launch an Open Call for Collaboration to community partners interested in trying and testing the collective intelligence tools, processes and methodologies developed through the project activities among their own communities. We are looking for partners interested in using our collective intelligence tools in order to start large-scale discussions around a pre-defined societal issue. All our tools will be available for free with the necessary level of support on our behalf in how to use them and how to build up a community of participants.

The competition deadline is October 1, 2014, so that the tests can start by end of 2014 – beginning of 2015 and

be completed by the end of April 2015.

All proposals for selection will be reviewed by the members of our Consortium. For those interested partners

who may require financing for this experimentation initiative, we welcome applications with details about the

potential costs involved.

Proposal submission and selection Selection criteria

Future Community partners will have to meet the following criteria:

1. Must be developing or have developed a community of users larger than 50-100 people (ideally a few

hundred)

2. Already be using a web platform or social media to host their exchanges and discussions 3. Be using a non-proprietary platform (open source) for interoperability concerns with the different

modules developed within CATALYST Submission without funding

A simple 3-page document is required. On the front page, you should indicate your organization name and

address as well as the name and details of the contact person. For the proposal abstract, a maximum of 2000

characters should describe your proposed work and interest in testing the CATALYST developments. Submission with funding: On top of the 3-page document, you should indicate in details the costs required to run the tests and specify the funding that would be requested from CATALYST and the resources that your organization may be ready to devote to this project (the requested funding may be lower than the total costs should the organization be ready to cover part of the costs with its own funds). Proposal language The proposal must be prepared in English. Proposals submitted in any other language will not be evaluated. Submission of proposals

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Proposals must be submitted electronically in PDF format to the following address: [email protected] with the subject: “CATALYST: Open competition”. Competition deadline Proposals must be received not later than October 1st, 2014 at 05:00pm, Brussels time. Late proposals or proposals submitted to any other address will not be evaluated. Evaluation process All proposals will undergo an internal review from the CATALYST Project Steering Committee and will then be submitted for approval to the European Commission. Further information

Additional information on the CATALYST project can be obtained by visiting the project website

http://www.catalyst-fp7.eu, or by contacting [email protected]

How to prepare and submit a proposal Proposals, written in English, must be submitted as a single file in PDF format, sent to

[email protected] before October 1st, 2014 at 05:00pm (Brussels time), the subject line of the

email being "CATALYST Open collaboration: proposal from <name of your organization>"

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Annex 7 – Open-Call winners announcement to the European Commission

CATALYST OPEN COMPETITION CONSORTIUM SELECTION & RELATED CRITERIA

OFFICIAL LAUNCH: JULY 1ST, 2014 DEADLINE FOR SUBMISSION: OCTOBER 1ST, 2014

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The partners of the CATALYST project (www.catalyst-fp7.eu) launched an Open competition, assigned with 40 000€, to award 2 community partners with necessary resources to trial the tools, processes and methodologies developed through the project research activities, among their own communities.

The competition deadline was October 1, 2014, so that the tests can start by end of 2014 – beginning of 2015

and be completed by the end of April 2015.

Proposal selection Selection criteria The following general criteria have been outlined in the Open Competition rules:

Future Community partners will have to meet the following criteria:

4. Must be developing or have developed a community of users larger than 50-100 people (ideally a few

hundred)

5. Already be using a Web platform or social media to host their exchanges and discussions 6. Be using a non-proprietary platform (open source) for interoperability concerns with the different

modules developed within CATALYST Additionally, the project Technical Coordinator provided internally the following specific criteria:

1. Size of the community 2. Specificity of the topic 3. Mixing tools from different partners 4. Visibility of the organisation 5. International exposure 6. Follow-up potential 7. Compatibility of budget 8. Technical Interoperability 9. Operational Community 10. Geographical Diversity of Community.

Evaluation process All 18 received proposals went through an internal review from the CATALYST Project Steering Committee, which members individually ranked each criteria on a scale from 1 to 3: 1= Weak 2= Average 3= Strong The PSC then met online to compare and discuss the evaluation. The following proposals were shortlisted, taking into account that the CATALYST Technical Coordinator negotiated the budget of the most expensive proposal – Ashoka’s obtaining its reduction to 14.500 €:

1. Ashoka World 2. CHEST 3. EdgeRyder UK 4. Fondazione RCM Italy 5. Ganemos Madrid 6. Loomio Cooperative New Zealand 7. OECD 8. Ouishare France

Page 48: D5.2 Outreach activities: final report · D5.2 - Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Unions

D5.1- Outreach activities: final report September 2015 Sigma Orionis The CATALYST project has received funding from the European Union’s Seventh Framework Programme for research, technological development and demonstration under grant agreement n°6611188

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9. University of Naples This selection still exceeded the Open Competition budget. The CATALYST Technical Coordinator then negotiated the budget of the OCDE proposal obtaining a reduction to 8.000 €. Consequently, the CATALYST PSC final selection is made of:

8. Ashoka World 9. CHEST 10. EdgeRyder UK 11. Loomio Cooperative New Zealand 12. OECD 13. Ouishare France 14. University of Naples

The selection total amount is exactly 40.000 €. The selection guarantees the testing of the whole CATALYST tools spectrum, in some cases in a combined manner. Finally, the two types of use cases (1 - Enabling large-scale discussions in order to test collective ideation around a pre-defined societal issue 2 - Maximizing engagement, creativity and collective leadership in large-scale debates) indicated in the Open Competition rules are fully covered by the selected proposals.